Kyle Marburger has been an investment adviser representative at Wealth Advisory Solutions since June 2022, and is not listed among the firm’s executive officers or direct owners.
Wealth Advisory Solutions, LLC is a Zionsville, IN firm with $599M under management, 684 clients and 8 advisers across 4 offices, as of its March 2026 filing.
Kyle Marburger’s longest registration was 5 years at Gradient Wealth Management (2016–2022). Before joining Wealth Advisory Solutions in 2022, Kyle Marburger was registered through Gradient Wealth Management.
- – present · 4 yearsZionsville, IN · Adviser representative · Firm CRD 288903
- Gradient Wealth Management– · 5 yearsGrand Rapids, MI · Adviser representative · Firm CRD 127701
Investment adviser representative registrations
Kyle Marburger is registered as an investment adviser representative in Indiana, since June 2022.
- IndianaSince 27 June 2022
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 13 August 2016 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Kyle Edward Marburger
- CRD
- 6722531
- Firm
- Wealth Advisory Solutions · CRD 288903
- Office
- 1630 W OAK ST, SUITE 201, Zionsville, IN 46077
- Registration
- Investment adviser registration
- In the industry since
- November 2016
- Disciplinary history
- Not yet shown here · SEC record
Where does Kyle Marburger work?
Kyle Marburger is an investment adviser representative registered through Wealth Advisory Solutions, LLC since June 2022, and is not listed among the firm’s executive officers or direct owners.
Is Kyle Marburger a financial advisor?
Yes. Kyle Marburger has a current investment-adviser registration in Indiana, through Wealth Advisory Solutions since June 2022.
How many years of experience does Kyle Marburger have?
Kyle Marburger has 9 years in the financial industry, since November 2016, across 2 adviser firms.
What exams has Kyle Marburger passed?
Kyle Marburger passed the Series 65 in August 2016.
Where is Kyle Marburger based?
Kyle Marburger’s registered office is in Zionsville, IN.
Is Kyle Marburger registered with FINRA?
No. Kyle Marburger has no current broker registration.
How can I verify Kyle Marburger’s record?
Search CRD 6722531 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Kyle Marburger’s full registration record.
- Kimberly CusterManaging Member/CCO
- Tyler NeedlerManaging Member
- Steven KyburzManaging Member